Private Wealth Asset Management’s Rocket Companies RKT Stock Holding History

Private Wealth Asset Management’s Portfolio RKT Stock Details RKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2K	Hold	841	–	–	﹤0.01%	666
2026 Q1	$12K	Hold	841	–	–	﹤0.01%	666
2025 Q4	$16.3K	Hold	841	–	–	﹤0.01%	589
2025 Q3	$16.3K	Hold	841	–	–	﹤0.01%	558
2025 Q2	$11.9K	Sell	841 -104	-11%	-$1.35K	﹤0.01%	632
2025 Q1	$11.4K	Buy	+945	New	+$12.2K	﹤0.01%	603

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Asset Management's RKT Position: Q2 2026 in Review

Private Wealth Asset Management held its Rocket Companies (RKT) position steady in Q2 2026 at 841 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Private Wealth Asset Management first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.3K in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Private Wealth Asset Management held 841 shares of Rocket Companies worth $13.2K as of Q2 2026.
Private Wealth Asset Management left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #666 holding.
Private Wealth Asset Management first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Rocket Companies position peaked at $16.3K in Q3 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.